BONDPIMCO ETF TR
CUSIP 72201R775 · Yahoo Finance ↗ · Google Finance ↗
Pimco Etf Tr (BOND) has 518 institutional holders in Filings Flow’s 13F database, together reporting 66.10M shares worth $6.0B as of Q1 2026. The largest reported holders are Cwm, LLC, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
518
Q1 2026
Reported Value
$6.0B
Ticker
BOND
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Christian Investment Advisors, Inc.$158M AUM | 20.46% | $32M | 346.0K | Q1 2026 |
| Heirloom Wealth Management$555M AUM | 16.95% | $94M | 1.02M | Q1 2026 |
| Lynch Investment Planning, LLC$111M AUM | 15.94% | $18M | 192.2K | Q1 2026 |
| Vickerman Investment Advisors, Inc.$476M AUM | 14.32% | $68M | 738.2K | Q1 2026 |
| Vavra Capital Management, LLC$103M AUM | 12.57% | $13M | 140.1K | Q1 2026 |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 12.22% | $56M | 608.2K | Q1 2026 |
| Hudson Capital Management LLC$387M AUM | 10.22% | $40M | 428.5K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 9.94% | $10M | 108.0K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 9.80% | $117M | 1.27M | Q1 2026 |
| O'Connor Financial Group LLC$244M AUM | 8.91% | $22M | 235.9K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 7.92% | $150M | 1.62M | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 7.16% | $58M | 628.4K | Q1 2026 |
| Sheridan Capital Management, LLC$190M AUM | 6.62% | $13M | 136.0K | Q1 2026 |
| Bouvel Investment Partners, LLC$345M AUM | 6.39% | $22M | 238.6K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 6.38% | $50M | 537.9K | Q1 2026 |
| Crestmont Private Wealth LLC$317M AUM | 5.59% | $18M | 192.3K | Q1 2026 |
| Mullooly Asset Management, Inc.$271M AUM | 5.19% | $14M | 152.3K | Q1 2026 |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 5.15% | $16M | 176.5K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 4.91% | $25M | 273.0K | Q1 2026 |
| BAM Wealth Management, LLC$134M AUM | 4.64% | $6M | 67.2K | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 4.51% | $5M | 50.7K | Q1 2026 |
| MRA Advisory Group$276M AUM | 4.38% | $11M | 116.5K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 4.25% | $32M | 346.9K | Q1 2026 |
| SimpliFi, Inc.$238M AUM | 4.13% | $10M | 106.6K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 4.12% | $13M | 142.4K | Q1 2026 |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 3.95% | $4M | 48.9K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 3.70% | $37M | 396.4K | Q1 2026 |
| Treasure Coast Financial Planning$194M AUM | 3.66% | $7M | 77.1K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 3.51% | $22M | 239.2K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 3.47% | $24M | 262.3K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 3.36% | $7M | 73.7K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 3.31% | $98M | 1.07M | Q1 2026 |
| 21 West Wealth Management LLC$108M AUM | 3.31% | $4M | 38.6K | Q1 2026 |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 3.07% | $5M | 58.7K | Q1 2026 |
| Addison Capital Co$562M AUM | 3.04% | $17M | 184.9K | Q1 2026 |
| STEPH & CO$351M AUM | 3.02% | $11M | 114.8K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 2.89% | $26M | 281.5K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 2.80% | $9M | 102.2K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 2.78% | $7M | 76.5K | Q1 2026 |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 2.70% | $3M | 35.7K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 2.61% | $5M | 49.6K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 2.60% | $49M | 526.5K | Q1 2026 |
| Traction Financial Partners, LLC$162M AUM | 2.58% | $4M | 45.5K | Q1 2026 |
| Del-Sette Capital Management, LLC$167M AUM | 2.54% | $4M | 46.0K | Q1 2026 |
| NOVEM GROUP$873M AUM | 2.47% | $22M | 234.0K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 2.46% | $5M | 50.8K | Q2 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 2.46% | $3M | 27.8K | Q1 2026 |
| Fairway Financial, LLC$132M AUM | 2.35% | $3M | 33.5K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 2.23% | $13M | 141.7K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 2.23% | $50M | 545.7K | Q1 2026 |
| Womack Financial LLC$136M AUM | 2.21% | $3M | 32.5K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 2.21% | $7M | 71.0K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 2.17% | $3M | 11.5K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 2.13% | $7M | 74.2K | Q1 2026 |
| Selby Wealth Management, LLC$282M AUM | 2.13% | $5M | 58.5K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 2.09% | $6M | 68.1K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 2.02% | $12M | 126.0K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 1.97% | $5M | 55.5K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 1.89% | $10M | 107.1K | Q3 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.81% | $14M | 149.7K | Q1 2026 |
| Freedom Financial Partners LLC$281M AUM | 1.81% | $5M | 55.0K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 1.79% | $77M | 835.7K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 1.73% | $5M | 54.6K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 1.67% | $27M | 294.0K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 1.63% | $3M | 29.9K | Q1 2026 |
| Ramiah Investment Group$275M AUM | 1.62% | $4M | 48.9K | Q1 2026 |
| Menard Financial Group LLC$143M AUM | 1.61% | $2M | 25.0K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 1.60% | $88M | 956.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.58% | $162M | 1.75M | Q1 2026 |
| Asset Allocation Strategies LLC$563M AUM | 1.55% | $9M | 94.6K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 1.53% | $3M | 32.7K | Q1 2026 |
| Slagle Financial, LLC$303M AUM | 1.47% | $4M | 48.3K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 1.46% | $9M | 97.3K | Q1 2026 |
| BCS Wealth Management$490M AUM | 1.45% | $7M | 76.9K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 1.42% | $3M | 28.9K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 1.30% | $26M | 281.9K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 1.24% | $22M | 240.8K | Q1 2026 |
| Essential Planning, LLC.$315M AUM | 1.24% | $4M | 42.1K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 1.22% | $2M | 26.0K | Q1 2026 |
| Wealth Alliance Advisory Group, LLC$632M AUM | 1.20% | $8M | 81.9K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 1.18% | $7M | 80.9K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.17% | $4M | 41.1K | Q1 2026 |
| Fortitude Financial, LLC$111M AUM | 1.17% | $2M | 24.0K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 1.15% | $14M | 149.4K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 1.14% | $5M | 51.5K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 1.13% | $4M | 38.3K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 1.09% | $19M | 204.1K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 1.07% | $10M | 103.9K | Q1 2026 |
| JMAC ENTERPRISES LLC$522M AUM | 1.06% | $6M | 60.2K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 1.05% | $4M | 48.4K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 1.05% | $12M | 126.1K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 1.03% | $3M | 35.3K | Q3 2025OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.02% | $4M | 40.3K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 1.01% | $3M | 31.9K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.98% | $13M | 144.7K | Q1 2026 |
| First Growth Capital LLC$111M AUM | 0.98% | $1M | 11.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.94% | $175M | 1.89M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.91% | $345M | 3.74M | Q1 2026 |
| Fjell Capital, LLC$130M AUM | 0.89% | $1M | 12.5K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.82% | $13M | 144.9K | Q1 2026 |
| Liberty Atlantic Advisors LLC$117M AUM | 0.78% | $917,838 | 9.9K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.77% | $15M | 161.0K | Q1 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.76% | $22M | 239.5K | Q4 2025OLDER |
| MFA Wealth Services$151M AUM | 0.74% | $1M | 12.1K | Q1 2026 |
| Hamilton Wealth, LLC$513M AUM | 0.74% | $10M | 112.3K | Q1 2026 |
| Appalachian Capital Management Ltd$125M AUM | 0.73% | $905,788 | 9.8K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.70% | $94M | 1.02M | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.68% | $4M | 40.2K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.68% | $1M | 10.9K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.66% | $878,147 | 9.5K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.65% | $3M | 27.9K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.63% | $5M | 58.3K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.63% | $5M | 58.4K | Q1 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.63% | $1M | 15.4K | Q1 2026 |
| Boomfish Wealth Group, LLC$187M AUM | 0.62% | $1M | 12.6K | Q1 2026 |
| Lionshead Wealth Management, LLC$136M AUM | 0.61% | $833,842 | 9.0K | Q1 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.61% | $1M | 15.0K | Q1 2026 |
| Capital Planning Advisors, LLC$692M AUM | 0.61% | $4M | 45.8K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.61% | $6M | 59.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.57% | $52M | 566.9K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 0.55% | $582,763 | 6.3K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 0.55% | $2M | 24.7K | Q2 2025OLDER |
| Westwood Wealth Management$255M AUM | 0.53% | $700,913 | 7.5K | Q4 2025OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.51% | $739,854 | 8.0K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.50% | $1M | 15.0K | Q1 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 0.49% | $4M | 38.2K | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.49% | $704,295 | 7.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.48% | $26M | 283.0K | Q1 2026 |
| Strategic Advisors LLC$602M AUM | 0.47% | $3M | 30.8K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.47% | $3M | 36.3K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.46% | $3M | 29.4K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 0.46% | $3M | 28.4K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.46% | $2M | 16.5K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.45% | $1M | 12.5K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.43% | $7M | 74.0K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.43% | $7M | 77.3K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.42% | $1M | 13.8K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.42% | $18M | 194.9K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.41% | $1M | 10.9K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.41% | $11M | 123.4K | Q1 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.40% | $488,992 | 5.3K | Q1 2026 |
| Base Wealth Management LLC$179M AUM | 0.39% | $696,529 | 7.5K | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.39% | $665,247 | 7.2K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.39% | $10M | 109.1K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.38% | $9M | 92.3K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.37% | $4M | 42.3K | Q1 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 0.36% | $1M | 11.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.36% | $98M | 1.06M | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.34% | $7M | 71.5K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.34% | $5M | 58.4K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.33% | $2M | 20.3K | Q1 2026 |
| Avondale Wealth Management$203M AUM | 0.32% | $655,188 | 7.1K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.32% | $7M | 72.1K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.32% | $12M | 126.1K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.32% | $7M | 77.8K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.32% | $481,148 | 5.2K | Q1 2026 |
| Ducere Wealth Management LLC$259M AUM | 0.31% | $812,030 | 8.7K | Q1 2026 |
| Sherrill & Hutchins Financial Advisory, Inc$169M AUM | 0.31% | $519,014 | 5.6K | Q1 2026 |
| Strata Wealth Advisors, LLC$365M AUM | 0.30% | $1M | 12.1K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 0.30% | $432,461 | 4.7K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.29% | $2M | 17.3K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.28% | $1M | 13.4K | Q1 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.27% | $624,343 | 6.8K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 0.27% | $359,259 | 3.9K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.27% | $1M | 16.1K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.27% | $495,302 | 5.4K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.27% | $3M | 32.3K | Q4 2025OLDER |
| FSA Investment Group, LLC$248M AUM | 0.27% | $668,726 | 7.2K | Q1 2026 |
| ACT Advisors, LLC.$235M AUM | 0.27% | $627,319 | 6.8K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.26% | $280,347 | 3.0K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.26% | $3M | 37.6K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.26% | $1M | 12.2K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 0.26% | $2M | 21.6K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.26% | $4M | 38.5K | Q1 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.24% | $2M | 17.7K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.24% | $15M | 163.6K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.24% | $9M | 98.5K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.24% | $685,492 | 7.3K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.23% | $4M | 46.2K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.23% | $509,430 | 5.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.23% | $7M | 77.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.23% | $157M | 1.70M | Q1 2026 |
| Leisure Capital Management$286M AUM | 0.23% | $649,375 | 7.0K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.23% | $473,160 | 5.1K | Q2 2025OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.23% | $256,815 | 2.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.22% | $5M | 52.7K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.22% | $2M | 17.3K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.22% | $2M | 16.7K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.22% | $4M | 38.6K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.22% | $827,659 | 9.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.21% | $19M | 202.2K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.21% | $678,681 | 7.4K | Q1 2026 |
| Aristides Capital LLC$462M AUM | 0.21% | $947,531 | 10.3K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.20% | $1M | 14.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.20% | $18M | 195.5K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.20% | $549,452 | 6.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.20% | $18M | 194.6K | Q1 2026 |
| Corus Family Wealth Advisors$123M AUM | 0.20% | $278,845 | 3.0K | Q2 2025OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.20% | $227,101 | 2.5K | Q1 2026 |
| Watts Gwilliam & Co., LLC$620M AUM | 0.19% | $1M | 12.4K | Q3 2025OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.19% | $502,255 | 5.4K | Q1 2026 |
| Widmann Financial Services, Inc.$168M AUM | 0.19% | $311,906 | 3.4K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.18% | $3M | 35.6K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.18% | $561,524 | 6.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.18% | $59M | 643.2K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.18% | $3M | 35.5K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.18% | $2M | 17.1K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.18% | $4M | 46.3K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.17% | $527,050 | 5.7K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.17% | $531,520 | 5.8K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.17% | $493,266 | 5.3K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.17% | $2M | 16.6K | Q1 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.17% | $379,271 | 4.1K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.17% | $5M | 59.6K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.17% | $9M | 100.4K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 0.17% | $608,587 | 6.6K | Q1 2026 |
| OneAscent Wealth Management LLC$302M AUM | 0.17% | $509,570 | 5.5K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.17% | $2M | 17.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.17% | $4M | 46.5K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.17% | $15M | 161.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.17% | $11M | 116.3K | Q1 2026 |
| IVC Wealth Advisors LLC$230M AUM | 0.17% | $379,953 | 4.1K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.16% | $408,222 | 4.4K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.16% | $29M | 317.9K | Q2 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.15% | $577,348 | 6.2K | Q3 2025OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.15% | $255,142 | 2.8K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 0.15% | $609,323 | 6.5K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 33.3K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.15% | $942,918 | 10.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.15% | $3M | 27.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.15% | $5M | 56.9K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.14% | $922,708 | 10.0K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.14% | $260,571 | 2.8K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.14% | $19M | 210.4K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.14% | $2M | 19.7K | Q1 2026 |
| ACAS, LLC$149M AUM | 0.14% | $202,692 | 2.2K | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.13% | $319,658 | 3.5K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.13% | $1M | 14.6K | Q1 2026 |
| Waypoint Wealth Partners Inc.$411M AUM | 0.12% | $514,088 | 5.6K | Q2 2025OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.12% | $489,822 | 5.3K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.12% | $242,101 | 2.6K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.12% | $1M | 12.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.12% | $7M | 72.8K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.12% | $3M | 35.6K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.12% | $488,188 | 5.3K | Q1 2026 |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.12% | $651,067 | 7.1K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 0.12% | $541,156 | 5.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.12% | $672,509 | 7.2K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.12% | $25M | 270.0K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.11% | $945,870 | 10.3K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $10M | 112.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.11% | $12M | 130.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $103M | 1.11M | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.11% | $247,070 | 2.7K | Q1 2026 |
| Paragon Capital Management LLC$202M AUM | 0.11% | $215,387 | 2.3K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.11% | $4M | 41.9K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.11% | $675,565 | 7.3K | Q2 2025OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.11% | $205,037 | 2.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.10% | $5M | 49.0K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.10% | $2M | 16.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $27M | 297.5K | Q1 2026 |
| HCR Wealth Advisors$1.1B AUM | 0.10% | $971,154 | 10.5K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.10% | $821,292 | 8.9K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.10% | $3M | 37.7K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.10% | $2M | 24.3K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.10% | $2M | 19.4K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.10% | $587,917 | 6.4K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.09% | $271,971 | 2.9K | Q1 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.09% | $441,006 | 4.8K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.09% | $462,784 | 5.0K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.09% | $589,221 | 6.4K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.09% | $252,939 | 2.7K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.09% | $1M | 12.7K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.09% | $518,178 | 5.6K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.09% | $241,051 | 2.6K | Q2 2025OLDER |
| EQ LLC$355M AUM | 0.09% | $321,195 | 3.5K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.09% | $483,265 | 5.2K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.09% | $226,219 | 2.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.09% | $50M | 540.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.09% | $4M | 43.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.08% | $316M | 3.42M | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.08% | $332,262 | 3.6K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.08% | $2M | 24.5K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.08% | $15M | 161.6K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.08% | $82,000 | 885 | Q4 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.08% | $1M | 13.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $8M | 87.9K | Q1 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.07% | $330,824 | 3.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.07% | $965,433 | 10.5K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.07% | $503,997 | 5.4K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.07% | $1M | 15.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.07% | $1M | 15.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $51M | 553.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 88.8K | Q1 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.07% | $225,533 | 2.4K | Q4 2025OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.07% | $239,256 | 2.6K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.07% | $314,859 | 3.4K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.07% | $534,404 | 5.7K | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.07% | $476,349 | 5.2K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.07% | $11M | 117.7K | Q1 2026 |
| Moment Partners, LLC$561M AUM | 0.07% | $369,120 | 4.0K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.06% | $2M | 20.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $241M | 2.61M | Q1 2026 |
| Your Advocates Ltd., LLP$328M AUM | 0.06% | $206,276 | 2.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $41M | 445.0K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.06% | $237,574 | 2.6K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.06% | $370,301 | 4.0K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.06% | $29M | 309.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $4M | 39.0K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.06% | $8M | 81.7K | Q1 2026 |
| Thrive Wealth Management, LLC$787M AUM | 0.06% | $380,286 | 4.1K | Q1 2026 |
| American Trust$1.1B AUM | 0.06% | $638,751 | 6.9K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.06% | $522,397 | 5.7K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $341,805 | 3.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.05% | $46M | 502.5K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $737,497 | 8.0K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.05% | $433,855 | 4.7K | Q1 2026 |
| Pandora Wealth, Inc.$165M AUM | 0.05% | $84,982 | 913 | Q4 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.05% | $753,144 | 8.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 69.8K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.05% | $12M | 134.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $166M | 1.79M | Q1 2026 |
| Old Port Advisors$434M AUM | 0.05% | $203,082 | 2.2K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 26.6K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.05% | $2M | 24.3K | Q2 2025OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.05% | $75,523 | 818 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 100.8K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.05% | $4M | 39.6K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $1M | 16.0K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.05% | $909,408 | 9.9K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $220,631 | 2.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $16M | 176.3K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $490,007 | 5.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.04% | $940,305 | 10.2K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.04% | $1M | 14.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $41M | 441.0K | Q1 2026 |
| Artemis Wealth Advisors, LLC$662M AUM | 0.04% | $282,949 | 3.1K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.04% | $105,573 | 1.1K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.04% | $945,501 | 10.2K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $56,844 | 616 | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $232,109 | 2.5K | Q2 2025OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.04% | $2M | 23.5K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $564,593 | 6.1K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $284,961 | 3.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $44M | 478.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $29M | 318.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 69.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $206M | 2.23M | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.04% | $249,245 | 2.7K | Q3 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.04% | $190,650 | 2.1K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $96,473 | 1.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 21.3K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.04% | $273,511 | 3.0K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $508,001 | 5.5K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.04% | $1M | 11.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 23.6K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 0.04% | $263,585 | 2.8K | Q4 2025OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.03% | $134,727 | 1.5K | Q1 2026 |
| Everhart Financial Group, Inc.$1.6B AUM | 0.03% | $291,750 | 3.2K | Q2 2025OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.03% | $411,072 | 4.5K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $6M | 66.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $364,875 | 4.0K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $426,462 | 4.6K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $261,797 | 2.8K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.03% | $205,138 | 2.2K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.03% | $637,977 | 6.8K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $695,906 | 7.5K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.03% | $746,914 | 8.1K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $872,542 | 9.5K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.03% | $220,692 | 2.4K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 50.8K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.03% | $268,393 | 2.9K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $251,850 | 2.7K | Q3 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $262,352 | 2.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 22.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 57.6K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.03% | $716,923 | 7.8K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.03% | $73,691 | 799 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $88,220 | 956 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.03% | $6M | 69.5K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.03% | $519,733 | 5.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $5M | 51.0K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.02% | $423,048 | 4.5K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $382,389 | 4.1K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.02% | $2M | 25.7K | Q2 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 21.5K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $230,827 | 2.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 13.3K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $366,444 | 4.0K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $251,832 | 2.7K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.02% | $209,130 | 2.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 14.9K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.02% | $847,223 | 9.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $545,855 | 5.9K | Q1 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $27,483 | 294 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $22,701 | 246 | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 11.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $314,274 | 3.4K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 17.9K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $373,734 | 4.0K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $609,958 | 6.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $315M | 3.38M | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.02% | $209,014 | 2.3K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 14.7K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.02% | $34,809 | 379 | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.02% | $234,945 | 2.5K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $318,334 | 3.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 48.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $763,760 | 8.3K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 12.6K | Q3 2025OLDER |
| Register Financial Advisors LLC$271M AUM | 0.02% | $47,338 | 513 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $35M | 380.8K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.02% | $260,068 | 2.8K | Q2 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.02% | $20,630 | 221 | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $337,728 | 3.6K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $234,506 | 2.5K | Q2 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $765,610 | 8.3K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 13.3K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $214,834 | 2.3K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $295,757 | 3.2K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.01% | $101,255 | 1.1K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $22,701 | 246 | Q1 2026 |
| Security National Bank$838M AUM | 0.01% | $93,480 | 1.0K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $503,302 | 5.5K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $234,576 | 2.5K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $243,827 | 2.7K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.01% | $213,259 | 2.3K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $176,439 | 1.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $84M | 911.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $501,373 | 5.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 25.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $312,514 | 3.4K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $681,966 | 7.3K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $20M | 218.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $712,031 | 7.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $24M | 260.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $19M | 201.5K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.01% | $58,462 | 634 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 24.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $150M | 1.63M | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $47,063 | 510 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $59M | 641.9K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $797,531 | 8.6K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $143,584 | 1.5K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $312,228 | 3.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $232,109 | 2.5K | Q2 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $463,431 | 5.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $294,347 | 3.2K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $827,322 | 9.0K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $79,139 | 857 | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.01% | $505,573 | 5.5K | Q2 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $27,459 | 295 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 48.8K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 0.01% | $14,933 | 162 | Q2 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $15,754 | 171 | Q1 2026 |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.01% | $20,763 | 225 | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $283,600 | 3.1K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $58,321 | 632 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 24.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 43.6K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 44.1K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $500,662 | 5.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 20.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $434,529 | 4.7K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $208,091 | 2.3K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $40,966 | 447 | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 12.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $82M | 893.4K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $941,810 | 10.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 48.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 37.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $151,331 | 1.6K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.00% | $306,157 | 3.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $34M | 372.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $135,725 | 1.5K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $257,184 | 2.8K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.00% | $12,714 | 138 | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $42,633 | 462 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $14,241 | 153 | Q4 2025OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.00% | $203,016 | 2.2K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $332,826 | 3.6K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $7,936 | 86 | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.00% | $29,991 | 325 | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $212,244 | 2.3K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $46,140 | 500 | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $213,491 | 2.3K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $331,654 | 3.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $226,769 | 2.4K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $250,540 | 2.7K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $15,947 | 173 | Q2 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $214,274 | 2.3K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $108,157 | 1.2K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $84,410 | 917 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $72,602 | 780 | Q4 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $27,387 | 297 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $60,475 | 648 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $486,965 | 5.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 19.8K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $204,497 | 2.2K | Q4 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.00% | $3,641 | 39 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.